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The Client Experience
An Experience Story
Prudence in Process
Ways To Partner
Retirement Plan Services
Lifestyle & Retirement Plans
Comprehensive Planning
How We Partner
Our Clients
Fee Arrangements
Fee For Service Menu
CapCoVa + Sollinda
Meet Andy
Who We Are
Connect. Follow.
Knowledge Pantry
BrainCrumb Blog
Partner Login
Partner Login
Mobile App Download
CapCoVa Home
An Experience Story
Ways To Partner
Retirement Plan Services
Lifestyle & Retirement Plans (MyBlocks™ Intro)
Comprehensive Planning
How We Partner
Our Clients
Fee Arrangements (New)
Fee For Service Menu
Who We Are
Meet Andy
CapCoVa + Sollinda
Connect. Follow.
Knowledge. “The Pantry”
Brain Crumbs Blog
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Top
Fee For Service Menu
Sale!
Fee For Service
,
Fiduciary Advice
,
Lifestyle Planning
Budgetary Review & Consult
$
250.00
Original price was: $250.00.
$
175.00
Current price is: $175.00.
Sale!
Fee For Service
,
Fiduciary Advice
,
Retirement Planning
401(k) / 403(b) / Simple IRA Employer Plan Consult
$
150.00
Original price was: $150.00.
$
50.00
Current price is: $50.00.
Flat Fee
,
Retirement Planning
Retirement Timing Consultation
$
500.00
Sale!
Fee For Service
,
Fiduciary Advice
,
Flat Fee
Investment & Portfolio Fee Review
$
400.00
Original price was: $400.00.
$
150.00
Current price is: $150.00.
Fee For Service
,
Flat Fee
Portfolio Reviews
$
250.00
Fee For Service
,
Flat Fee
,
Lifestyle Planning
College Funding Consultation
$
250.00
Sale!
Fiduciary Advice
,
Flat Fee
,
Lifestyle Planning
The “Let’s Begin” Lifestyle / Financial Plan
$
3,500.00
Original price was: $3,500.00.
$
2,500.00
Current price is: $2,500.00.
Sale!
Fee For Service
,
Legacy Planning
,
Specialists
Estate Planning Document Package
$
4,000.00
Original price was: $4,000.00.
$
1,750.00
Current price is: $1,750.00.
Accessories
,
Technology
Insurances Needs Analysis
$
150.00
Sale!
Fee For Service
,
Fiduciary Advice
Hourly Consulting
$
325.00
Original price was: $325.00.
$
200.00
Current price is: $200.00.
Sale!
Fiduciary Advice
,
Retirement Planning
,
Specialists
Employer Retirement Plan Options Consult
$
500.00
Original price was: $500.00.
$
0.00
Current price is: $0.00.
Fee For Service
,
Fiduciary Advice
,
Flat Fee
Retirement Income Distribution Maximization
$
250.00